Naming a loved one or favorite charity such as the Houston Symphony Endowment as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to show you care. Be sure to go one step further and notify those beneficiaries of the choices...
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If there is one thing we can count on in life, it’s change. Because change occurs in our lives all the time, it’s important to keep estate plans up to date. But how do you know which situations simply require updating your existing will...
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Estate plans and legacy gifts often seem like the realm of the ultra-wealthy—it’s easy to see why some people would need to put together a plan for how they want their significant assets to be divided up. It’s less clear why the...
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